Salesforce Audit + Roadmap
“Walk away knowing what to fix, and in what order”
- Org health audit
- Data model review
- Automation & Flow review
- Reporting analysis
- Prioritized, actionable roadmap
Recommended starting point for new clients
Project-Based Work
Best for defined initiatives with clear outcomes.
- Fixed or hybrid pricing
- Defined scope, timeline, and deliverables
- Built to scale with your business
Salesforce Foundation Setup
“A Salesforce Org your team will actually use”
- Core object configuration
- Sales process setup
- Basic automation (Flows)
- Reporting dashboards
- User setup & permissions
Sales Cloud Optimization
“More pipeline visibility, less manual reporting”
- Opportunity lifecycle redesign
- Pipeline & forecasting setup
- Lead routing, scoring, and automation
- Data structure optimization
- Advanced reporting & revenue dashboards
- Sales process automation
Service Cloud Implementation
“A unified support operation that scales with your team”
- Case management and support workflow design
- Omni-channel routing
- Knowledge base and self-service portal setup
- Service automation and SLA management
- Service reporting and operational dashboards
Experience Cloud / Portal Build
“Branded digital experiences that connect your customers and partners”
- Customer and partner portal development
- Self-service communities and knowledge access
- Partner relationship management (PRM) portals
- Secure authentication and access control
- Custom UX and branded digital experiences
Automation & Efficiency Sprint
“Eliminate manual work, and streamline operations fast”
- Flow automation builds
- Validation rules
- Process cleanup
- Task automation
Integration Projects
“Walk away knowing what to fix, and in what order”
- System integrations
- API and middleware coordination
- Data model alignment
Scope and complexity determine final pricing
Data Migration & Clean-up
“Clean, reliable data that you can trust”
- Data audit and deduplication
- Migration planning and execution
- Data model alignment
- Post-migration validation
Einstein & AI Enablement
“Put Salesforce AI to work across your sales and service teams”
- Predictive lead scoring and forecasting models
- AI-powered service automation and chatbots
- Generative AI for sales and service workflows
- AI analytics and customer behavior insights
- AI-driven process optimization
Advisory
Advisory Service Packages
Walk away knowing what to fix, and in what order.
- Weekly strategy and architecture sessions
- Technical oversight of implementation teams
- Long-term system roadmap and org governance
- Vendor and tool evaluation
- Executive-level advisory and stakeholder reporting
Minimum 3-month commitment.
Our Process
Our Process
Book discovery call
Free 30-minute call. We'll learn your situation and recommend a path forward.
Salesforce Audit
Structured look at your org with a clear, prioritized roadmap.
Targeted project
Fix the highest-impact areas first.
Managed Services
Ongoing support and optimization as you scale.
Contact
Let's Work Together
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.
Phoenix, Arizona · Response within 48 hours